The Analysis of Krilogy Financial LLC's Holdings & P&L


Currently, Krilogy Financial LLC holds 975 types of securities in its portfolio with a total value $3.1B. In the most recent quarter, they have increased their positions in FRDM (+144.6K shares, valued at $8.9M), ECH (+198.9K shares, valued at $8.8M), SCHG (+269.8K shares, valued at $8.7M); decreased their positions in XBI (-50.7K shares, valued at $6.9M), IBTM (-227.7K shares, valued at $5.2M), CMBS (-60.5K shares, valued at $3.0M); initiated new positions in FRDM (+144.6K shares, valued at $8.9M), ECH (+198.9K shares, valued at $8.8M), SRVR (+231.3K shares, valued at $8.0M).


1M P&L
+65.7M+2.18%
3M P&L
-46.6M-1.49%
HY P&L
+110.8M+3.74%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A2.0B
69.4%
2Semiconductors92.3M
3.2%
3Consumer Electronics65.7M
2.3%

Top Industries by Stock Count

1N/A296 stocks
32.5%
2Software - Application33 stocks
3.6%
3Software - Infrastructure23 stocks
2.5%
Stock Holdings
SCHG
SCHWAB STRATEGIC TR
7.79%
Shares3.7M
Event2026-03-31
Filed2026-04-17
PYLD
PIMCO ETF TR
6.01%
Shares3.7M
Event2026-03-31
Filed2026-04-17
SCHV
SCHWAB STRATEGIC TR
0.49%
Shares2.9M
Event2026-03-31
Filed2026-04-17
DFAU
DIMENSIONAL ETF TRUST
3.05%
Shares1.8M
Event2026-03-31
Filed2026-04-17
XLK
SELECT SECTOR SPDR TR
8.06%
Shares525.4K
Event2026-03-31
Filed2026-04-17
VFLO
VICTORY PORTFOLIOS II
3.71%
Shares1.7M
Event2026-03-31
Filed2026-04-17
AAPL
APPLE INC
0.33%
Shares249.5K
Event2026-03-31
Filed2026-04-17
AVUV
AMERICAN CENTY ETF TR
-1.72%
Shares562.9K
Event2026-03-31
Filed2026-04-17
SCHE
SCHWAB STRATEGIC TR
2.88%
Shares1.7M
Event2026-03-31
Filed2026-04-17
VOE
VANGUARD INDEX FDS
0.67%
Shares299.6K
Event2026-03-31
Filed2026-04-17
IBTM
ISHARES TR
-8.51%
Shares2.4M
Event2026-03-31
Filed2026-04-17
NVDA
NVIDIA CORPORATION
0.65%
Shares279.8K
Event2026-03-31
Filed2026-04-17
MINT
PIMCO ETF TR
2.57%
Shares549.8K
Event2026-03-31
Filed2026-04-17
IWP
ISHARES TR
8.63%
Shares306.5K
Event2026-03-31
Filed2026-04-17
AMZN
AMAZON COM INC
3.46%
Shares164.9K
Event2026-03-31
Filed2026-04-17
SLYG
SPDR SERIES TRUST
2.71%
Shares352.2K
Event2026-03-31
Filed2026-04-17
XLV
SELECT SECTOR SPDR TR
8.14%
Shares246.9K
Event2026-03-31
Filed2026-04-17
XLF
SELECT SECTOR SPDR TR
16.60%
Shares692.6K
Event2026-03-31
Filed2026-04-17
TLT
ISHARES TR
8.13%
Shares409.3K
Event2026-03-31
Filed2026-04-17
DFIC
DIMENSIONAL ETF TRUST
1.01%
Shares862.0K
Event2026-03-31
Filed2026-04-17
AVDV
AMERICAN CENTY ETF TR
2.51%
Shares293.2K
Event2026-03-31
Filed2026-04-17
SCHF
SCHWAB STRATEGIC TR
-0.74%
Shares1.2M
Event2026-03-31
Filed2026-04-17
MSFT
MICROSOFT CORP
-6.50%
Shares72.2K
Event2026-03-31
Filed2026-04-17
AVDE
AMERICAN CENTY ETF TR
0.06%
Shares321.6K
Event2026-03-31
Filed2026-04-17
ALPHABET INC
ALPHABET INC
-0.10%
Shares85.8K
Event2026-03-31
Filed2026-04-17
XLC
SELECT SECTOR SPDR TR
7.56%
Shares231.7K
Event2026-03-31
Filed2026-04-17
VUG
VANGUARD INDEX FDS
0.31%
Shares56.6K
Event2026-03-31
Filed2026-04-17
IBTO
ISHARES TR
-1.94%
Shares1.1M
Event2026-03-31
Filed2026-04-17
XLY
SELECT SECTOR SPDR TR
14.32%
Shares232.5K
Event2026-03-31
Filed2026-04-17
DFCF
DIMENSIONAL ETF TRUST
3.23%
Shares612.5K
Event2026-03-31
Filed2026-04-17
XLI
SELECT SECTOR SPDR TR
2.86%
Shares141.2K
Event2026-03-31
Filed2026-04-17
BROADCOM INC
BROADCOM INC
33.74%
Shares53.4K
Event2026-03-31
Filed2026-04-17
IBTG
ISHARES TR
6.08%
Shares920.1K
Event2026-03-31
Filed2026-04-17
ALPHABET INC
ALPHABET INC
4.19%
Shares61.7K
Event2026-03-31
Filed2026-04-17
DFSV
DIMENSIONAL ETF TRUST
-1.80%
Shares557.3K
Event2026-03-31
Filed2026-04-17
MU
MICRON TECHNOLOGY INC
19.44%
Shares43.3K
Event2026-03-31
Filed2026-04-17
PPTA
PERPETUA RESOURCES CORP
-6.26%
Shares625.9K
Event2026-03-31
Filed2026-04-17
XLP
SELECT SECTOR SPDR TR
-2.77%
Shares234.1K
Event2026-03-31
Filed2026-04-17
META
META PLATFORMS INC
4.53%
Shares28.1K
Event2026-03-31
Filed2026-04-17
MFS ACTIVE EXCHANGE TRADED F
MFS ACTIVE EXCHANGE TRADED F
10.28%
Shares596.0K
Event2026-03-31
Filed2026-04-17
WMT
WALMART INC
4.14%
Shares131.3K
Event2026-03-31
Filed2026-04-17
ZROZ
PIMCO ETF TR
-6.27%
Shares238.5K
Event2026-03-31
Filed2026-04-17
AVLV
AMERICAN CENTY ETF TR
-6.06%
Shares173.9K
Event2026-03-31
Filed2026-04-17
IBTL
ISHARES TR
4.03%
Shares705.4K
Event2026-03-31
Filed2026-04-17
DISV
DIMENSIONAL ETF TRUST
1.20%
Shares328.7K
Event2026-03-31
Filed2026-04-17
VTV
VANGUARD INDEX FDS
-2.42%
Shares67.2K
Event2026-03-31
Filed2026-04-17
IBTI
ISHARES TR
4.56%
Shares598.9K
Event2026-03-31
Filed2026-04-17
IBTH
ISHARES TR
5.49%
Shares587.0K
Event2026-03-31
Filed2026-04-17
DFEM
DIMENSIONAL ETF TRUST
-4.33%
Shares327.2K
Event2026-03-31
Filed2026-04-17
VTI
VANGUARD INDEX FDS
3.82%
Shares34.7K
Event2026-03-31
Filed2026-04-17
SCHH
SCHWAB STRATEGIC TR
1.76%
Shares516.5K
Event2026-03-31
Filed2026-04-17
JPIE
J P MORGAN EXCHANGE TRADED F
5.15%
Shares257.4K
Event2026-03-31
Filed2026-04-17
JPST
J P MORGAN EXCHANGE TRADED F
-15.90%
Shares230.0K
Event2026-03-31
Filed2026-04-17
IBTJ
ISHARES TR
4.83%
Shares521.1K
Event2026-03-31
Filed2026-04-17
SPY
STATE STR SPDR S&P 500 ETF T
-0.34%
Shares15.6K
Event2026-03-31
Filed2026-04-17
GE AEROSPACE
GE AEROSPACE
18.88%
Shares36.0K
Event2026-03-31
Filed2026-04-17
VNQ
VANGUARD INDEX FDS
5.98%
Shares106.6K
Event2026-03-31
Filed2026-04-17
IVV
ISHARES TR
13.98%
Shares14.2K
Event2026-03-31
Filed2026-04-17
INVESCO QQQ TR
INVESCO QQQ TR
-5.46%
Shares15.0K
Event2026-03-31
Filed2026-04-17
XLU
SELECT SECTOR SPDR TR
-8.38%
Shares201.4K
Event2026-03-31
Filed2026-04-17
XLE
SELECT SECTOR SPDR TR
-11.30%
Shares163.6K
Event2026-03-31
Filed2026-04-17
JEPI
J P MORGAN EXCHANGE TRADED F
1.04%
Shares160.6K
Event2026-03-31
Filed2026-04-17
IBTK
ISHARES TR
6.26%
Shares462.1K
Event2026-03-31
Filed2026-04-17
FRDM
EA SERIES TRUST
New
Shares144.6K
Event2026-03-31
Filed2026-04-17
AQN
ALGONQUIN POWER & UTILITIES
-13.15%
Shares1.4M
Event2026-03-31
Filed2026-04-17
ECH
ISHARES INC
New
Shares198.9K
Event2026-03-31
Filed2026-04-17
AEE
AMEREN CORP
-3.70%
Shares77.6K
Event2026-03-31
Filed2026-04-17
XOP
SPDR SERIES TRUST
2.69%
Shares51.0K
Event2026-03-31
Filed2026-04-17
TSLA
TESLA INC
1.84%
Shares21.0K
Event2026-03-31
Filed2026-04-17
SRVR
PACER FDS TR
New
Shares231.3K
Event2026-03-31
Filed2026-04-17
BTAL
AGF INVTS TR
31.65%
Shares597.6K
Event2026-03-31
Filed2026-04-17
XLB
SELECT SECTOR SPDR TR
0.88%
Shares143.9K
Event2026-03-31
Filed2026-04-17
V
VISA INC
32.65%
Shares23.6K
Event2026-03-31
Filed2026-04-17
JPM
JPMORGAN CHASE & CO
17.72%
Shares23.7K
Event2026-03-31
Filed2026-04-17
BSCQ
INVESCO EXCH TRD SLF IDX FD
7.24%
Shares375.5K
Event2026-03-31
Filed2026-04-17
LAM RESEARCH CORP
LAM RESEARCH CORP
19.48%
Shares28.1K
Event2026-03-31
Filed2026-04-17
SCHX
SCHWAB STRATEGIC TR
0.21%
Shares247.9K
Event2026-03-31
Filed2026-04-17
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
1.26%
Shares13.8K
Event2026-03-31
Filed2026-04-17
UBER
UBER TECHNOLOGIES INC
138.20%
Shares86.0K
Event2026-03-31
Filed2026-04-17
TER
TERADYNE INC
3.39%
Shares18.0K
Event2026-03-31
Filed2026-04-17
XOM
EXXON MOBIL CORP
19.42%
Shares42.8K
Event2026-03-31
Filed2026-04-17
SCHW
SCHWAB CHARLES CORP
25.69%
Shares68.7K
Event2026-03-31
Filed2026-04-17
XCEM
COLUMBIA ETF TR II
1.96%
Shares137.1K
Event2026-03-31
Filed2026-04-17
LLY
ELI LILLY & CO
35.81%
Shares6.9K
Event2026-03-31
Filed2026-04-17
EMR
EMERSON ELEC CO
17.80%
Shares43.8K
Event2026-03-31
Filed2026-04-17
VBK
VANGUARD INDEX FDS
-2.66%
Shares18.6K
Event2026-03-31
Filed2026-04-17
GEV
GE VERNOVA INC
5.83%
Shares6.2K
Event2026-03-31
Filed2026-04-17
DFIP
DIMENSIONAL ETF TRUST
4.30%
Shares144.2K
Event2026-03-31
Filed2026-04-17
SAMT
ADVISORS INNER CIRCLE FD III
New
Shares139.2K
Event2026-03-31
Filed2026-04-17
FIX
COMFORT SYS USA INC
4.17%
Shares3.6K
Event2026-03-31
Filed2026-04-17
BLACKROCK INC
BLACKROCK INC
43.76%
Shares5.5K
Event2026-03-31
Filed2026-04-17
IBDW
ISHARES TR
1.89%
Shares269.1K
Event2026-03-31
Filed2026-04-17
ACTG
ACACIA RESH CORP
-9.32%
Shares1.1M
Event2026-03-31
Filed2026-04-17
IBDX
ISHARES TR
1.15%
Shares220.9K
Event2026-03-31
Filed2026-04-17
APH
AMPHENOL CORP
68.81%
Shares37.4K
Event2026-03-31
Filed2026-04-17
DFAC
DIMENSIONAL ETF TRUST
-0.02%
Shares131.7K
Event2026-03-31
Filed2026-04-17
IBDV
ISHARES TR
1.32%
Shares248.2K
Event2026-03-31
Filed2026-04-17
IBDS
ISHARES TR
0.83%
Shares222.9K
Event2026-03-31
Filed2026-04-17
IBDY
ISHARES TR
2.80%
Shares207.8K
Event2026-03-31
Filed2026-04-17
WDC
WESTERN DIGITAL CORP
40.89%
Shares14.8K
Event2026-03-31
Filed2026-04-17
IBDZ
ISHARES TR
2.34%
Shares204.1K
Event2026-03-31
Filed2026-04-17
IBDR
ISHARES TR
-0.22%
Shares220.6K
Event2026-03-31
Filed2026-04-17
IBCA
ISHARES TR
27.51%
Shares206.0K
Event2026-03-31
Filed2026-04-17
IBDU
ISHARES TR
1.38%
Shares226.4K
Event2026-03-31
Filed2026-04-17
DFGP
DIMENSIONAL ETF TRUST
4.92%
Shares95.9K
Event2026-03-31
Filed2026-04-17
IBDT
ISHARES TR
0.16%
Shares205.9K
Event2026-03-31
Filed2026-04-17
IWF
ISHARES TR
-0.02%
Shares10.9K
Event2026-03-31
Filed2026-04-17
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-5.54%
Shares24.6K
Event2026-03-31
Filed2026-04-17
BIL
SPDR SERIES TRUST
-7.23%
Shares53.3K
Event2026-03-31
Filed2026-04-17
PM
PHILIP MORRIS INTL INC
3.88%
Shares31.1K
Event2026-03-31
Filed2026-04-17
SCHB
SCHWAB STRATEGIC TR
36.46%
Shares179.5K
Event2026-03-31
Filed2026-04-17
NFLX
NETFLIX INC.
28.75%
Shares44.7K
Event2026-03-31
Filed2026-04-17
MO
ALTRIA GROUP INC
2.51%
Shares72.9K
Event2026-03-31
Filed2026-04-17
ICE
INTERCONTINENTAL EXCHANGE IN
56.92%
Shares28.9K
Event2026-03-31
Filed2026-04-17
VIG
VANGUARD SPECIALIZED FUNDS
-7.08%
Shares21.0K
Event2026-03-31
Filed2026-04-17
MERCK & CO INC
MERCK & CO INC
1.24%
Shares40.7K
Event2026-03-31
Filed2026-04-17
VANECK FDS
VANECK FDS
New
Shares89.9K
Event2026-03-31
Filed2026-04-17
SYY
SYSCO CORP
8.75%
Shares62.2K
Event2026-03-31
Filed2026-04-17
SOXX
ISHARES TR
4.47%
Shares11.3K
Event2026-03-31
Filed2026-04-17
TDS
TELEPHONE & DATA SYS INC
-9.96%
Shares101.0K
Event2026-03-31
Filed2026-04-17
GDX
VANECK ETF TRUST
6.60%
Shares46.9K
Event2026-03-31
Filed2026-04-17
JNJ
JOHNSON & JOHNSON
11.10%
Shares19.5K
Event2026-03-31
Filed2026-04-17
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-27.04%
Shares34.0K
Event2026-03-31
Filed2026-04-17
VO
VANGUARD INDEX FDS
-1.70%
Shares15.0K
Event2026-03-31
Filed2026-04-17
VB
VANGUARD INDEX FDS
-2.85%
Shares16.1K
Event2026-03-31
Filed2026-04-17
SMH
VANECK ETF TRUST
-18.37%
Shares9.5K
Event2026-03-31
Filed2026-04-17
BAC
BANK AMERICA CORP
6.08%
Shares80.3K
Event2026-03-31
Filed2026-04-17
LMT
LOCKHEED MARTIN CORP
2.57%
Shares7.1K
Event2026-03-31
Filed2026-04-17
PEP
PEPSICO INC
2.85%
Shares26.8K
Event2026-03-31
Filed2026-04-17
JEPQ
J P MORGAN EXCHANGE TRADED F
-17.03%
Shares72.2K
Event2026-03-31
Filed2026-04-17
VBR
VANGUARD INDEX FDS
-0.21%
Shares18.3K
Event2026-03-31
Filed2026-04-17
DIS
DISNEY WALT CO
6.86%
Shares40.2K
Event2026-03-31
Filed2026-04-17
CITIGROUP INC
CITIGROUP INC
29.57%
Shares32.2K
Event2026-03-31
Filed2026-04-17
VRT
VERTIV HOLDINGS CO
15.99%
Shares14.1K
Event2026-03-31
Filed2026-04-17
BMY
BRISTOL-MYERS SQUIBB CO
-4.66%
Shares70.0K
Event2026-03-31
Filed2026-04-17
AMD
ADVANCED MICRO DEVICES INC
-6.31%
Shares14.6K
Event2026-03-31
Filed2026-04-17
BLACKSTONE INC
BLACKSTONE INC
27.31%
Shares31.7K
Event2026-03-31
Filed2026-04-17
CRH PLC
CRH PLC
49.57%
Shares35.4K
Event2026-03-31
Filed2026-04-17
MS
MORGAN STANLEY
16.67%
Shares21.6K
Event2026-03-31
Filed2026-04-17
TMO
THERMO FISHER SCIENTIFIC INC
537.65%
Shares7.8K
Event2026-03-31
Filed2026-04-17
SLYV
SPDR SERIES TRUST
-1.59%
Shares39.0K
Event2026-03-31
Filed2026-04-17
COST
COSTCO WHOLESALE CORPORATION
19.21%
Shares3.8K
Event2026-03-31
Filed2026-04-17
PSTP
INNOVATOR ETFS TRUST
-6.81%
Shares104.5K
Event2026-03-31
Filed2026-04-17
ICSH
ISHARES TR
-15.79%
Shares73.7K
Event2026-03-31
Filed2026-04-17
INTC
INTEL CORP
-17.69%
Shares54.0K
Event2026-03-31
Filed2026-04-17
EIX
EDISON INTL
-3.13%
Shares51.4K
Event2026-03-31
Filed2026-04-17
CAT
CATERPILLAR INC
6.18%
Shares4.7K
Event2026-03-31
Filed2026-04-17
VOT
VANGUARD INDEX FDS
-0.92%
Shares13.2K
Event2026-03-31
Filed2026-04-17
EFA
ISHARES TR
2.97%
Shares35.2K
Event2026-03-31
Filed2026-04-17
PMBS
PIMCO ETF TR
New
Shares72.4K
Event2026-03-31
Filed2026-04-17
IBHF
ISHARES TR
-0.43%
Shares155.4K
Event2026-03-31
Filed2026-04-17
CMBS
ISHARES TR
-45.62%
Shares72.2K
Event2026-03-31
Filed2026-04-17
PCG
PG&E CORP
-0.34%
Shares201.5K
Event2026-03-31
Filed2026-04-17
PNC
PNC FINL SVCS GROUP INC
12.49%
Shares15.4K
Event2026-03-31
Filed2026-04-17
ORCL
ORACLE CORP
8.57%
Shares18.8K
Event2026-03-31
Filed2026-04-17
DFAW
DIMENSIONAL ETF TRUST
-1.63%
Shares42.3K
Event2026-03-31
Filed2026-04-17
SCHZ
SCHWAB STRATEGIC TR
-7.36%
Shares143.0K
Event2026-03-31
Filed2026-04-17
ABBV
ABBVIE INC
-0.97%
Shares15.8K
Event2026-03-31
Filed2026-04-17
GLW
CORNING INC
67.69%
Shares19.8K
Event2026-03-31
Filed2026-04-17
DFGR
DIMENSIONAL ETF TRUST
-2.51%
Shares114.3K
Event2026-03-31
Filed2026-04-17
VV
VANGUARD INDEX FDS
1.08%
Shares10.0K
Event2026-03-31
Filed2026-04-17
TLH
ISHARES TR
-1.84%
Shares31.9K
Event2026-03-31
Filed2026-04-17
PLTR
PALANTIR TECHNOLOGIES INC
35.23%
Shares22.3K
Event2026-03-31
Filed2026-04-17
FDX
FEDEX CORP
-0.10%
Shares8.3K
Event2026-03-31
Filed2026-04-17
HD
HOME DEPOT INC
17.01%
Shares9.3K
Event2026-03-31
Filed2026-04-17
ISRG
INTUITIVE SURGICAL INC
-17.30%
Shares6.8K
Event2026-03-31
Filed2026-04-17
FTI
TECHNIPFMC PLC
-2.33%
Shares42.1K
Event2026-03-31
Filed2026-04-17
CB
CHUBB LTD SWITZ
-10.66%
Shares9.3K
Event2026-03-31
Filed2026-04-17
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-6.24%
Shares19.0K
Event2026-03-31
Filed2026-04-17
CVX
CHEVRON CORPORATION
23.08%
Shares16.0K
Event2026-03-31
Filed2026-04-17
JTEK
J P MORGAN EXCHANGE TRADED F
13.30%
Shares33.0K
Event2026-03-31
Filed2026-04-17
RDI
READING INTL INC
-3.11%
Shares2.5M
Event2026-03-31
Filed2026-04-17
NVT
NVENT ELEC PLC
-43.26%
Shares22.8K
Event2026-03-31
Filed2026-04-17
SCHD
SCHWAB STRATEGIC TR
5.52%
Shares95.7K
Event2026-03-31
Filed2026-04-17
IEMG
ISHARES INC
34.35%
Shares38.5K
Event2026-03-31
Filed2026-04-17
VWO
VANGUARD INTL EQUITY INDEX F
9.67%
Shares50.0K
Event2026-03-31
Filed2026-04-17
AMAT
APPLIED MATLS INC
13.69%
Shares7.4K
Event2026-03-31
Filed2026-04-17
PANW
PALO ALTO NETWORKS INC
150.39%
Shares17.1K
Event2026-03-31
Filed2026-04-17
UNH
UNITEDHEALTH GROUP INC
-10.87%
Shares9.0K
Event2026-03-31
Filed2026-04-17
GS
GOLDMAN SACHS GROUP INC
27.73%
Shares3.1K
Event2026-03-31
Filed2026-04-17
DHR
DANAHER CORP DEL
55.48%
Shares14.4K
Event2026-03-31
Filed2026-04-17
GH
GUARDANT HEALTH INC
New
Shares32.4K
Event2026-03-31
Filed2026-04-17
HON
HONEYWELL INTL INC
-41.65%
Shares12.1K
Event2026-03-31
Filed2026-04-17
WM
WASTE MGMT INC DEL
-0.85%
Shares12.4K
Event2026-03-31
Filed2026-04-17
PG
PROCTER & GAMBLE CO
0.50%
Shares18.9K
Event2026-03-31
Filed2026-04-17
LXU
LSB INDS INC
-42.16%
Shares178.3K
Event2026-03-31
Filed2026-04-17
CNC
CENTENE CORP DEL
-23.84%
Shares67.0K
Event2026-03-31
Filed2026-04-17
INCY
INCYTE CORP
-6.32%
Shares27.3K
Event2026-03-31
Filed2026-04-17
SNDK
SANDISK CORP
-24.11%
Shares2.8K
Event2026-03-31
Filed2026-04-17
MA
MASTERCARD INCORPORATED
49.56%
Shares4.9K
Event2026-03-31
Filed2026-04-17
FCX
FREEPORT MCMORAN INC
-17.79%
Shares37.1K
Event2026-03-31
Filed2026-04-17
COF
CAPITAL ONE FINL CORP
-12.15%
Shares12.6K
Event2026-03-31
Filed2026-04-17
SPGI
S&P GLOBAL INC
-14.96%
Shares5.8K
Event2026-03-31
Filed2026-04-17
SPTL
SPDR SERIES TRUST
-4.00%
Shares96.6K
Event2026-03-31
Filed2026-04-17
FNDA
SCHWAB STRATEGIC TR
New
Shares71.9K
Event2026-03-31
Filed2026-04-17
RGEN
REPLIGEN CORP
81.82%
Shares19.6K
Event2026-03-31
Filed2026-04-17
RL
RALPH LAUREN CORP
40.98%
Shares6.7K
Event2026-03-31
Filed2026-04-17
SCHM
SCHWAB STRATEGIC TR
0.94%
Shares72.8K
Event2026-03-31
Filed2026-04-17
IEF
ISHARES TR
-26.34%
Shares25.1K
Event2026-03-31
Filed2026-04-17
NEM
NEWMONT CORP
-2.58%
Shares20.8K
Event2026-03-31
Filed2026-04-17
DFIV
DIMENSIONAL ETF TRUST
0.02%
Shares42.5K
Event2026-03-31
Filed2026-04-17
GFLW
VICTORY PORTFOLIOS II
19.98%
Shares81.0K
Event2026-03-31
Filed2026-04-17
EQIX
EQUINIX INC
-30.04%
Shares2.2K
Event2026-03-31
Filed2026-04-17
HWM
HOWMET AEROSPACE INC
23.03%
Shares9.3K
Event2026-03-31
Filed2026-04-17
IEFA
ISHARES TR
17.23%
Shares23.8K
Event2026-03-31
Filed2026-04-17
ABNB
AIRBNB INC
-4.94%
Shares16.5K
Event2026-03-31
Filed2026-04-17
CIEN
CIENA CORP
-16.81%
Shares4.6K
Event2026-03-31
Filed2026-04-17
SPSM
SPDR SERIES TRUST
1.17%
Shares43.7K
Event2026-03-31
Filed2026-04-17
BKNG
BOOKING HOLDINGS INC
3264.79%
Shares11.9K
Event2026-03-31
Filed2026-04-17
JBHT
HUNT J B TRANS SVCS INC
-3.79%
Shares9.2K
Event2026-03-31
Filed2026-04-17
GM
GENERAL MTRS CO
-3.09%
Shares28.0K
Event2026-03-31
Filed2026-04-17
NEE
NEXTERA ENERGY INC
40.85%
Shares23.6K
Event2026-03-31
Filed2026-04-17
BA
BOEING CO
31.03%
Shares9.8K
Event2026-03-31
Filed2026-04-17
AMGN
AMGEN INC
30.37%
Shares6.1K
Event2026-03-31
Filed2026-04-17
KLAC
KLA CORP
73.56%
Shares1.2K
Event2026-03-31
Filed2026-04-17
RTX
RTX CORPORATION
3.86%
Shares10.8K
Event2026-03-31
Filed2026-04-17
PSX
PHILLIPS 66
-10.32%
Shares12.9K
Event2026-03-31
Filed2026-04-17
EATON CORP PLC
EATON CORP PLC
47.65%
Shares5.3K
Event2026-03-31
Filed2026-04-17
VEA
VANGUARD TAX-MANAGED FDS
17.73%
Shares30.1K
Event2026-03-31
Filed2026-04-17
AXP
AMERICAN EXPRESS CO
-1.52%
Shares6.3K
Event2026-03-31
Filed2026-04-17
PFE
PFIZER INC
-18.92%
Shares73.3K
Event2026-03-31
Filed2026-04-17
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
181.25%
Shares3.7K
Event2026-03-31
Filed2026-04-17
PYPL
PAYPAL HLDGS INC
184.09%
Shares39.5K
Event2026-03-31
Filed2026-04-17
DFAI
DIMENSIONAL ETF TRUST
0.33%
Shares47.3K
Event2026-03-31
Filed2026-04-17
TRV
TRAVELERS COMPANIES INC
60.77%
Shares6.4K
Event2026-03-31
Filed2026-04-17
ILMN
ILLUMINA INC
-8.69%
Shares14.4K
Event2026-03-31
Filed2026-04-17
XAR
SPDR SERIES TRUST
0.03%
Shares7.0K
Event2026-03-31
Filed2026-04-17
TPR
TAPESTRY INC
-1.73%
Shares12.6K
Event2026-03-31
Filed2026-04-17
TJX
TJX COS INC NEW
1.56%
Shares12.0K
Event2026-03-31
Filed2026-04-17
SPDW
SPDR INDEX SHS FDS
0.15%
Shares38.3K
Event2026-03-31
Filed2026-04-17
MLPA
GLOBAL X FDS
-1.88%
Shares35.1K
Event2026-03-31
Filed2026-04-17
XLRE
SELECT SECTOR SPDR TR
7.83%
Shares42.3K
Event2026-03-31
Filed2026-04-17
VGT
VANGUARD WORLD FD
-11.67%
Shares2.3K
Event2026-03-31
Filed2026-04-17
BWA
BORGWARNER INC
0.84%
Shares34.3K
Event2026-03-31
Filed2026-04-17
REGN
REGENERON PHARMACEUTICALS
-1.33%
Shares2.4K
Event2026-03-31
Filed2026-04-17
WCC
WESCO INTL INC
40.36%
Shares5.9K
Event2026-03-31
Filed2026-04-17
EME
EMCOR GROUP INC
6.97%
Shares2.2K
Event2026-03-31
Filed2026-04-17
SCHA
SCHWAB STRATEGIC TR
-1.20%
Shares56.2K
Event2026-03-31
Filed2026-04-17
FTNT
FORTINET INC
118.74%
Shares21.3K
Event2026-03-31
Filed2026-04-17
VFH
VANGUARD WORLD FD
-6.96%
Shares13.4K
Event2026-03-31
Filed2026-04-17
UPS
UNITED PARCEL SVCS INC
-10.96%
Shares16.3K
Event2026-03-31
Filed2026-04-17
DAL
DELTA AIR LINES INC
-5.64%
Shares24.4K
Event2026-03-31
Filed2026-04-17
GLD
SPDR GOLD TR
-36.03%
Shares3.9K
Event2026-03-31
Filed2026-04-17
PGR
PROGRESSIVE CORP
39.69%
Shares8.1K
Event2026-03-31
Filed2026-04-17
LOW
LOWES COS INC
5.05%
Shares6.8K
Event2026-03-31
Filed2026-04-17
IVW
ISHARES TR
15.83%
Shares13.0K
Event2026-03-31
Filed2026-04-17
IWO
ISHARES TR
22.91%
Shares4.7K
Event2026-03-31
Filed2026-04-17
VRSN
VERISIGN INC
-12.88%
Shares6.0K
Event2026-03-31
Filed2026-04-17
COP
CONOCOPHILLIPS
-8.08%
Shares13.3K
Event2026-03-31
Filed2026-04-17
CFG
CITIZENS FINL GROUP INC
-1.25%
Shares25.0K
Event2026-03-31
Filed2026-04-17
DFAX
DIMENSIONAL ETF TRUST
0.01%
Shares44.2K
Event2026-03-31
Filed2026-04-17
BDEC
INNOVATOR ETFS TRUST
-6.03%
Shares31.5K
Event2026-03-31
Filed2026-04-17
DFAE
DIMENSIONAL ETF TRUST
0.00%
Shares42.7K
Event2026-03-31
Filed2026-04-17
SPYG
SPDR SERIES TRUST
0.91%
Shares14.5K
Event2026-03-31
Filed2026-04-17
FTC
FIRST TR EXCHANGE-TRADED ALP
0.01%
Shares9.5K
Event2026-03-31
Filed2026-04-17
AMID
EA SERIES TRUST
New
Shares45.6K
Event2026-03-31
Filed2026-04-17
VANGUARD INDEX FDS
VANGUARD INDEX FDS
15.09%
Shares2.4K
Event2026-03-31
Filed2026-04-17
SIRIUSXM HOLDINGS INC
SIRIUSXM HOLDINGS INC
16.02%
Shares62.2K
Event2026-03-31
Filed2026-04-17
CSCO
CISCO SYS INC
4.31%
Shares18.2K
Event2026-03-31
Filed2026-04-17
DE
DEERE & CO
-5.53%
Shares2.6K
Event2026-03-31
Filed2026-04-17
MANU
MANCHESTER UTD PLC NEW
78.01%
Shares88.0K
Event2026-03-31
Filed2026-04-17
CMP
COMPASS MINERALS INTL INC
188.69%
Shares58.7K
Event2026-03-31
Filed2026-04-17
T
AT&T INC
3.39%
Shares57.1K
Event2026-03-31
Filed2026-04-17
CF
CF INDUSTRIES HOLD
191.54%
Shares12.1K
Event2026-03-31
Filed2026-04-17
EXPE
EXPEDIA GROUP INC
-39.57%
Shares5.8K
Event2026-03-31
Filed2026-04-17
ITW
ILLINOIS TOOL WKS INC
-2.96%
Shares5.6K
Event2026-03-31
Filed2026-04-17
IVE
ISHARES TR
12.27%
Shares6.7K
Event2026-03-31
Filed2026-04-17
THE CIGNA GROUP
THE CIGNA GROUP
51.04%
Shares5.3K
Event2026-03-31
Filed2026-04-17
AA
ALCOA CORP
-0.70%
Shares20.7K
Event2026-03-31
Filed2026-04-17
HDV
ISHARES TR
-1.74%
Shares10.9K
Event2026-03-31
Filed2026-04-17
RBLX
ROBLOX CORP
-41.48%
Shares24.0K
Event2026-03-31
Filed2026-04-17
NSC
NORFOLK SOUTHN CORP
0.23%
Shares4.8K
Event2026-03-31
Filed2026-04-17
VT
VANGUARD INTL EQUITY INDEX F
0.00%
Shares9.6K
Event2026-03-31
Filed2026-04-17
MPWR
MONOLITHIC PWR SYS INC
215.74%
Shares1.0K
Event2026-03-31
Filed2026-04-17
HCA
HCA HEALTHCARE INC
107.85%
Shares3.0K
Event2026-03-31
Filed2026-04-17
IWD
ISHARES TR
0.06%
Shares6.4K
Event2026-03-31
Filed2026-04-17
MCD
MCDONALDS CORP
1.18%
Shares4.6K
Event2026-03-31
Filed2026-04-17
VCSH
VANGUARD SCOTTSDALE FDS
-1.58%
Shares17.9K
Event2026-03-31
Filed2026-04-17
XBI
SPDR SERIES TRUST
-83.00%
Shares10.4K
Event2026-03-31
Filed2026-04-17
CMI
CUMMINS INC
1.77%
Shares2.3K
Event2026-03-31
Filed2026-04-17
IBM
INTERNATIONAL BUSINESS MACHS
-4.89%
Shares5.6K
Event2026-03-31
Filed2026-04-17
NTRA
NATERA INC
-15.77%
Shares7.1K
Event2026-03-31
Filed2026-04-17
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.13%
Shares3.8K
Event2026-03-31
Filed2026-04-17
INTU
INTUIT
-1.78%
Shares3.6K
Event2026-03-31
Filed2026-04-17
DFAT
DIMENSIONAL ETF TRUST
0.04%
Shares21.1K
Event2026-03-31
Filed2026-04-17
MKTX
MARKETAXESS HLDGS INC
0.99%
Shares7.9K
Event2026-03-31
Filed2026-04-17
ITOT
ISHARES TR
-2.57%
Shares8.8K
Event2026-03-31
Filed2026-04-17
DG
DOLLAR GEN CORP
11.43%
Shares11.0K
Event2026-03-31
Filed2026-04-17
BOND
PIMCO ETF TR
-9.01%
Shares14.6K
Event2026-03-31
Filed2026-04-17
DOW
DOW HLDGS INC
New
Shares33.6K
Event2026-03-31
Filed2026-04-17
BIIB
BIOGEN INC
-1.51%
Shares7.6K
Event2026-03-31
Filed2026-04-17
GILD
GILEAD SCIENCES INC
108.55%
Shares9.6K
Event2026-03-31
Filed2026-04-17
LITE
LUMENTUM HLDGS INC
-8.39%
Shares1.5K
Event2026-03-31
Filed2026-04-17
AIQ
GLOBAL X FDS
-2.25%
Shares24.4K
Event2026-03-31
Filed2026-04-17
MMC
MARSH & MCLENNAN COS INC
194.93%
Shares7.1K
Event2026-03-31
Filed2026-04-17
IDGT
ISHARES TR
-3.88%
Shares11.3K
Event2026-03-31
Filed2026-04-17
KEYS
KEYSIGHT TECHNOLOGIES INC
13.44%
Shares3.9K
Event2026-03-31
Filed2026-04-17
MEDTRONIC PLC
MEDTRONIC PLC
-20.17%
Shares15.0K
Event2026-03-31
Filed2026-04-17
QCOM
QUALCOMM INC
-36.47%
Shares9.5K
Event2026-03-31
Filed2026-04-17
TT
TRANE TECHNOLOGIES PLC
-12.84%
Shares2.8K
Event2026-03-31
Filed2026-04-17
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-39.07%
Shares3.8K
Event2026-03-31
Filed2026-04-17
JCI
JOHNSON CONTROLS INTERNATION
23.05%
Shares9.1K
Event2026-03-31
Filed2026-04-17
URI
UNITED RENTALS INC
66.22%
Shares1.6K
Event2026-03-31
Filed2026-04-17
LDUR
PIMCO ETF TR
59.30%
Shares13.1K
Event2026-03-31
Filed2026-04-17
NYT
NEW YORK TIMES CO MTN BE
8.97%
Shares16.1K
Event2026-03-31
Filed2026-04-17
SPYV
SPDR SERIES TRUST
0.14%
Shares21.3K
Event2026-03-31
Filed2026-04-17
SRE
SEMPRA
28.11%
Shares13.0K
Event2026-03-31
Filed2026-04-17
EQT CORP
EQT CORP
240.11%
Shares21.3K
Event2026-03-31
Filed2026-04-17
ED
CONSOLIDATED EDISON INC
-0.23%
Shares11.3K
Event2026-03-31
Filed2026-04-17
TXN
TEXAS INSTRS INC
18.83%
Shares5.6K
Event2026-03-31
Filed2026-04-17
UNP
UNION PAC CORP
-3.22%
Shares4.9K
Event2026-03-31
Filed2026-04-17
MEDP
MEDPACE HLDGS INC
-39.58%
Shares2.4K
Event2026-03-31
Filed2026-04-17
KMI
KINDER MORGAN INC DEL
-0.45%
Shares38.9K
Event2026-03-31
Filed2026-04-17
PWR
QUANTA SVCS INC
202.04%
Shares2.1K
Event2026-03-31
Filed2026-04-17
FIVE
FIVE BELOW INC
14.17%
Shares5.4K
Event2026-03-31
Filed2026-04-17
HELO
J P MORGAN EXCHANGE TRADED F
-1.02%
Shares18.2K
Event2026-03-31
Filed2026-04-17
MOH
MOLINA HEALTHCARE INC
New
Shares8.1K
Event2026-03-31
Filed2026-04-17
TXT
TEXTRON INC
-11.43%
Shares13.3K
Event2026-03-31
Filed2026-04-17
VHT
VANGUARD WORLD FD
-10.88%
Shares4.4K
Event2026-03-31
Filed2026-04-17
BDX
BECTON DICKINSON & CO
-9.13%
Shares7.7K
Event2026-03-31
Filed2026-04-17
CHDN
CHURCHILL DOWNS INC
-3.55%
Shares12.7K
Event2026-03-31
Filed2026-04-17
CRM
SALESFORCE INC
12.57%
Shares6.5K
Event2026-03-31
Filed2026-04-17
BURL
BURLINGTON STORES INC
382.60%
Shares3.5K
Event2026-03-31
Filed2026-04-17
TSN
TYSON FOODS INC
4.31%
Shares18.4K
Event2026-03-31
Filed2026-04-17
GRMN
GARMIN LTD
16.52%
Shares4.4K
Event2026-03-31
Filed2026-04-17
DCOR
DIMENSIONAL ETF TRUST
-2.75%
Shares15.1K
Event2026-03-31
Filed2026-04-17
MLI
MUELLER INDS INC
-3.52%
Shares9.8K
Event2026-03-31
Filed2026-04-17
BSVO
EA SERIES TRUST
0.00%
Shares43.3K
Event2026-03-31
Filed2026-04-17
VEU
VANGUARD INTL EQUITY INDEX F
97.44%
Shares14.3K
Event2026-03-31
Filed2026-04-17
CMCSA
COMCAST CORP NEW
-2.46%
Shares39.1K
Event2026-03-31
Filed2026-04-17
AME
AMETEK INC
-2.59%
Shares5.0K
Event2026-03-31
Filed2026-04-17
EVR
EVERCORE INC
2.02%
Shares3.2K
Event2026-03-31
Filed2026-04-17
FXL
FIRST TR EXCHANGE-TRADED FD
-1.94%
Shares6.4K
Event2026-03-31
Filed2026-04-17
JAVA
J P MORGAN EXCHANGE TRADED F
-5.13%
Shares15.0K
Event2026-03-31
Filed2026-04-17
HII
HUNTINGTON INGALLS INDS INC
-1.22%
Shares2.8K
Event2026-03-31
Filed2026-04-17
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-23.88%
Shares5.8K
Event2026-03-31
Filed2026-04-17
DRAFTKINGS INC NEW
DRAFTKINGS INC NEW
-7.06%
Shares47.1K
Event2026-03-31
Filed2026-04-17
RDVY
FIRST TR EXCHANGE TRADED FD
-2.29%
Shares15.2K
Event2026-03-31
Filed2026-04-17
TGT
TARGET CORP
-12.74%
Shares8.9K
Event2026-03-31
Filed2026-04-17
DINO
HF SINCLAIR CORP
-0.64%
Shares18.3K
Event2026-03-31
Filed2026-04-17
DGRO
ISHARES TR
-6.97%
Shares15.2K
Event2026-03-31
Filed2026-04-17
ALL
ALLSTATE CORP
125.45%
Shares5.1K
Event2026-03-31
Filed2026-04-17
NBIX
NEUROCRINE BIOSCIENCES INC
-25.39%
Shares8.5K
Event2026-03-31
Filed2026-04-17
USB
US BANCORP
-11.40%
Shares19.7K
Event2026-03-31
Filed2026-04-17
TOL
TOLL BROTHERS INC
-0.87%
Shares7.9K
Event2026-03-31
Filed2026-04-17
ZM
ZOOM COMMUNICATIONS INC
-53.14%
Shares12.5K
Event2026-03-31
Filed2026-04-17
LJAN
INNOVATOR ETFS TRUST
-5.39%
Shares43.9K
Event2026-03-31
Filed2026-04-17
KO
COCA COLA CO
17.57%
Shares14.3K
Event2026-03-31
Filed2026-04-17
PFLT
PENNANTPARK FLOATING RATE CA
0.00%
Shares123.9K
Event2026-03-31
Filed2026-04-17
VLO
VALERO ENERGY CORP
-1.56%
Shares4.4K
Event2026-03-31
Filed2026-04-17
NOW
SERVICENOW INC
45.28%
Shares11.1K
Event2026-03-31
Filed2026-04-17
IVES
WEDBUSH SER TR
-18.74%
Shares33.0K
Event2026-03-31
Filed2026-04-17
ULTA
ULTA BEAUTY INC
15.68%
Shares2.0K
Event2026-03-31
Filed2026-04-17
MATCH GROUP INC NEW
MATCH GROUP INC NEW
-1.03%
Shares30.2K
Event2026-03-31
Filed2026-04-17
MCK
MCKESSON CORP
8.30%
Shares1.2K
Event2026-03-31
Filed2026-04-17
CTVA
CORTEVA INC
4.09%
Shares12.8K
Event2026-03-31
Filed2026-04-17
SNOW
SNOWFLAKE INC
-8.64%
Shares7.2K
Event2026-03-31
Filed2026-04-17
ABT
ABBOTT LABORATORIES
-2.08%
Shares10.8K
Event2026-03-31
Filed2026-04-17
CMG
CHIPOTLE MEXICAN GRILL INC
-17.99%
Shares29.5K
Event2026-03-31
Filed2026-04-17
ATLASSIAN CORPORATION
ATLASSIAN CORPORATION
-16.06%
Shares15.0K
Event2026-03-31
Filed2026-04-17
NPFI
NUSHARES ETF TR
0.00%
Shares39.3K
Event2026-03-31
Filed2026-04-17
IEI
ISHARES TR
-9.58%
Shares8.6K
Event2026-03-31
Filed2026-04-17
NTRS
NORTHERN TR CORP
11.95%
Shares6.5K
Event2026-03-31
Filed2026-04-17
LINDE PLC
LINDE PLC
9.04%
Shares2.0K
Event2026-03-31
Filed2026-04-17
PINNACLE FINL PARTNERS INC
PINNACLE FINL PARTNERS INC
New
Shares10.8K
Event2026-03-31
Filed2026-04-17
VTR
VENTAS INC
-4.49%
Shares11.7K
Event2026-03-31
Filed2026-04-17
LVS
LAS VEGAS SANDS CORP
-37.13%
Shares17.6K
Event2026-03-31
Filed2026-04-17
AXS
AXIS CAP HLDGS LTD
-6.14%
Shares9.9K
Event2026-03-31
Filed2026-04-17
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
37.01%
Shares3.9K
Event2026-03-31
Filed2026-04-17
FIS
FIDELITY NATL INFORMATION SV
New
Shares20.4K
Event2026-03-31
Filed2026-04-17
SITE
SITEONE LANDSCAPE SUPPLY INC
196.03%
Shares7.4K
Event2026-03-31
Filed2026-04-17
IFF
INTERNATIONAL FLAVORS&FRAGRA
25.13%
Shares13.7K
Event2026-03-31
Filed2026-04-17
MCO
MOODYS CORP
83.50%
Shares2.2K
Event2026-03-31
Filed2026-04-17
QQQM
INVESCO EXCH TRADED FD TR II
-0.58%
Shares3.7K
Event2026-03-31
Filed2026-04-17
TRGP
TARGA RES CORP
118.87%
Shares4.1K
Event2026-03-31
Filed2026-04-17
CVS
CVS HEALTH CORP
-8.12%
Shares12.8K
Event2026-03-31
Filed2026-04-17
TXRH
TEXAS ROADHOUSE INC
5.73%
Shares6.1K
Event2026-03-31
Filed2026-04-17
BKLC
BNY MELLON ETF TRUST
327.49%
Shares7.3K
Event2026-03-31
Filed2026-04-17
VXUS
VANGUARD STAR FDS
33.51%
Shares11.8K
Event2026-03-31
Filed2026-04-17
LULU
LULULEMON ATHLETICA INC
New
Shares6.0K
Event2026-03-31
Filed2026-04-17
AMT
AMERICAN TOWER CORP
-17.72%
Shares5.4K
Event2026-03-31
Filed2026-04-17
MDYV
SPDR SERIES TRUST
0.03%
Shares10.8K
Event2026-03-31
Filed2026-04-17
ADBE
ADOBE INC
-17.93%
Shares3.8K
Event2026-03-31
Filed2026-04-17
MPC
MARATHON PETE CORP
15.58%
Shares4.2K
Event2026-03-31
Filed2026-04-17
IT
GARTNER INC
36.79%
Shares6.1K
Event2026-03-31
Filed2026-04-17
DIA
STATE STR SPDR DOW JONES IND
11.39%
Shares2.0K
Event2026-03-31
Filed2026-04-17
DELL
DELL TECHNOLOGIES INC
18.66%
Shares4.9K
Event2026-03-31
Filed2026-04-17
VIK
VIKING HOLDINGS LTD
8.50%
Shares11.8K
Event2026-03-31
Filed2026-04-17
SF
STIFEL FINL CORP
58.07%
Shares11.7K
Event2026-03-31
Filed2026-04-17
TW
TRADEWEB MKTS INC
70.21%
Shares7.7K
Event2026-03-31
Filed2026-04-17
MTZ
MASTEC INC
-8.86%
Shares2.6K
Event2026-03-31
Filed2026-04-17
EXEL
EXELIXIS INC
-31.68%
Shares21.1K
Event2026-03-31
Filed2026-04-17
LECO
LINCOLN ELEC HLDGS INC
-2.38%
Shares3.7K
Event2026-03-31
Filed2026-04-17
SO
SOUTHERN CO
12.60%
Shares9.8K
Event2026-03-31
Filed2026-04-17
HAS
HASBRO INC
-3.57%
Shares9.9K
Event2026-03-31
Filed2026-04-17
UTHR
UNITED THERAPEUTICS CORP DEL
-9.41%
Shares1.6K
Event2026-03-31
Filed2026-04-17
AVEM
AMERICAN CENTY ETF TR
0.12%
Shares10.5K
Event2026-03-31
Filed2026-04-17
SPMD
SPDR SERIES TRUST
0.11%
Shares14.6K
Event2026-03-31
Filed2026-04-17
CRWD
CROWDSTRIKE HLDGS INC
7.00%
Shares2.2K
Event2026-03-31
Filed2026-04-17
ESGE
ISHARES INC
-5.98%
Shares18.2K
Event2026-03-31
Filed2026-04-17
ADI
ANALOG DEVICES INC
41.42%
Shares2.6K
Event2026-03-31
Filed2026-04-17
DVY
ISHARES TR
-0.29%
Shares5.9K
Event2026-03-31
Filed2026-04-17
LGLV
SPDR SERIES TRUST
-0.64%
Shares5.0K
Event2026-03-31
Filed2026-04-17
ON
ON SEMICONDUCTOR CORP
10.13%
Shares11.2K
Event2026-03-31
Filed2026-04-17
CME
CME GROUP INC
4.91%
Shares3.0K
Event2026-03-31
Filed2026-04-17
CBRE
CBRE GROUP INC
211.85%
Shares6.0K
Event2026-03-31
Filed2026-04-17
TPL
TEXAS PACIFIC LAND CORPORATI
-49.45%
Shares2.1K
Event2026-03-31
Filed2026-04-17
MHK
MOHAWK INDS INC
70.27%
Shares8.6K
Event2026-03-31
Filed2026-04-17
DHI
D R HORTON INC
-12.18%
Shares6.1K
Event2026-03-31
Filed2026-04-17
DOV
DOVER CORP
-0.34%
Shares4.1K
Event2026-03-31
Filed2026-04-17
MELI
MERCADOLIBRE INC
66.90%
Shares479
Event2026-03-31
Filed2026-04-17
VDE
VANGUARD WORLD FD
-12.54%
Shares5.4K
Event2026-03-31
Filed2026-04-17
TKO
TKO GROUP HOLDINGS INC
222.73%
Shares4.7K
Event2026-03-31
Filed2026-04-17
HLT
HILTON WORLDWIDE HLDGS INC
-22.82%
Shares2.6K
Event2026-03-31
Filed2026-04-17
SPTM
SPDR SERIES TRUST
-2.13%
Shares10.2K
Event2026-03-31
Filed2026-04-17
WEST
WESTROCK COFFEE CO
0.69%
Shares166.2K
Event2026-03-31
Filed2026-04-17
MUSA
MURPHY USA INC
67.80%
Shares1.7K
Event2026-03-31
Filed2026-04-17
WFC
WELLS FARGO & CO
8.60%
Shares10.6K
Event2026-03-31
Filed2026-04-17
KMX
CARMAX INC
13.57%
Shares21.2K
Event2026-03-31
Filed2026-04-17
KKR & CO INC
KKR & CO INC
New
Shares8.4K
Event2026-03-31
Filed2026-04-17
LAPR
INNOVATOR ETFS TRUST
0.00%
Shares33.8K
Event2026-03-31
Filed2026-04-17
NTNX
NUTANIX INC
125.13%
Shares21.3K
Event2026-03-31
Filed2026-04-17
SYK
STRYKER CORPORATION
112.78%
Shares2.5K
Event2026-03-31
Filed2026-04-17
MMM
3M CO
-20.30%
Shares5.5K
Event2026-03-31
Filed2026-04-17
USMV
ISHARES TR
-0.58%
Shares8.8K
Event2026-03-31
Filed2026-04-17
BSTP
INNOVATOR ETFS TRUST
-0.23%
Shares21.9K
Event2026-03-31
Filed2026-04-17
TDG
TRANSDIGM GROUP INC
289.02%
Shares673
Event2026-03-31
Filed2026-04-17
IHAK
ISHARES TR
-9.41%
Shares17.9K
Event2026-03-31
Filed2026-04-17
TTC
TORO CO
0.64%
Shares8.9K
Event2026-03-31
Filed2026-04-17
ABIG
EA SERIES TRUST
New
Shares25.6K
Event2026-03-31
Filed2026-04-17
JCPB
J P MORGAN EXCHANGE TRADED F
-6.86%
Shares17.2K
Event2026-03-31
Filed2026-04-17
EXR
EXTRA SPACE STORAGE INC
28.60%
Shares5.7K
Event2026-03-31
Filed2026-04-17
DFSD
DIMENSIONAL ETF TRUST
9.19%
Shares16.6K
Event2026-03-31
Filed2026-04-17
IJJ
ISHARES TR
0.03%
Shares5.7K
Event2026-03-31
Filed2026-04-17
BSV
VANGUARD BD INDEX FDS
105.35%
Shares10.1K
Event2026-03-31
Filed2026-04-17
SHY
ISHARES TR
0.03%
Shares9.5K
Event2026-03-31
Filed2026-04-17
FANG
DIAMONDBACK ENERGY INC
12.61%
Shares4.2K
Event2026-03-31
Filed2026-04-17
A
AGILENT TECHNOLOGIES INC
3.18%
Shares6.6K
Event2026-03-31
Filed2026-04-17
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
71.71%
Shares3.6K
Event2026-03-31
Filed2026-04-17
USFD
US FOODS HLDG CORP
32.78%
Shares8.6K
Event2026-03-31
Filed2026-04-17
GIS
GENERAL MILLS INC
-23.33%
Shares21.8K
Event2026-03-31
Filed2026-04-17
POCT
INNOVATOR ETFS TRUST
0.00%
Shares17.2K
Event2026-03-31
Filed2026-04-17
AMP
AMERIPRISE FINL INC
-19.13%
Shares1.7K
Event2026-03-31
Filed2026-04-17
AOA
ISHARES TR
7.00%
Shares8.2K
Event2026-03-31
Filed2026-04-17
BMRN
BIOMARIN PHARMACEUTICAL INC
-10.15%
Shares14.1K
Event2026-03-31
Filed2026-04-17
BSX
BOSTON SCIENTIFIC CORP
-73.98%
Shares12.0K
Event2026-03-31
Filed2026-04-17
AGNC
AGNC INVT CORP
90.07%
Shares71.8K
Event2026-03-31
Filed2026-04-17
FPX
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares4.3K
Event2026-03-31
Filed2026-04-17
SOFI
SOFI TECHNOLOGIES INC
125.33%
Shares39.8K
Event2026-03-31
Filed2026-04-17
DFUV
DIMENSIONAL ETF TRUST
-1.71%
Shares14.9K
Event2026-03-31
Filed2026-04-17
VYM
VANGUARD WHITEHALL FDS
-4.82%
Shares4.9K
Event2026-03-31
Filed2026-04-17
ECL
ECOLAB INC
-16.96%
Shares2.8K
Event2026-03-31
Filed2026-04-17
VZ
VERIZON COMMUNICATIONS INC
9.32%
Shares15.9K
Event2026-03-31
Filed2026-04-17
WWD
WOODWARD INC
-29.94%
Shares2.0K
Event2026-03-31
Filed2026-04-17
ONTO
ONTO INNOVATION INC
0.54%
Shares2.8K
Event2026-03-31
Filed2026-04-17
IJR
ISHARES TR
217.21%
Shares5.5K
Event2026-03-31
Filed2026-04-17
SBUX
STARBUCKS CORP
-4.05%
Shares7.4K
Event2026-03-31
Filed2026-04-17
CW
CURTISS WRIGHT CORP
-1.28%
Shares1.0K
Event2026-03-31
Filed2026-04-17
MCHP
MICROCHIP TECHNOLOGY INC.
22.68%
Shares9.4K
Event2026-03-31
Filed2026-04-17
SAP
SAP SE
68.25%
Shares4.0K
Event2026-03-31
Filed2026-04-17
BOCT
INNOVATOR ETFS TRUST
0.00%
Shares14.1K
Event2026-03-31
Filed2026-04-17
OXY
OCCIDENTAL PETE CORP
95.85%
Shares12.5K
Event2026-03-31
Filed2026-04-17
DFSB
DIMENSIONAL ETF TRUST
0.41%
Shares13.6K
Event2026-03-31
Filed2026-04-17
GAP
GAP INC
7.19%
Shares27.1K
Event2026-03-31
Filed2026-04-17
ZS
ZSCALER INC
-52.18%
Shares5.3K
Event2026-03-31
Filed2026-04-17
MDB
MONGODB INC
15.46%
Shares2.8K
Event2026-03-31
Filed2026-04-17
SYF
SYNCHRONY FINANCIAL
21.47%
Shares9.4K
Event2026-03-31
Filed2026-04-17
FDL
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares14.1K
Event2026-03-31
Filed2026-04-17
EFV
ISHARES TR
40.07%
Shares9.0K
Event2026-03-31
Filed2026-04-17
VFC
V F CORP
9.74%
Shares34.9K
Event2026-03-31
Filed2026-04-17
IWN
ISHARES TR
79.14%
Shares3.5K
Event2026-03-31
Filed2026-04-17
IJH
ISHARES TR
-6.92%
Shares9.8K
Event2026-03-31
Filed2026-04-17
DECK
DECKERS OUTDOOR CORP
-8.52%
Shares6.4K
Event2026-03-31
Filed2026-04-17
BKAG
BNY MELLON ETF TRUST
New
Shares16.5K
Event2026-03-31
Filed2026-04-17
LEN
LENNAR CORP
44.63%
Shares7.8K
Event2026-03-31
Filed2026-04-17
FEDERAL RLTY INVT TR NEW
FEDERAL RLTY INVT TR NEW
-1.37%
Shares6.3K
Event2026-03-31
Filed2026-04-17
PAYX
PAYCHEX INC
New
Shares7.4K
Event2026-03-31
Filed2026-04-17
DGRW
WISDOMTREE TR
-5.26%
Shares7.4K
Event2026-03-31
Filed2026-04-17
WEX
WEX INC
19.67%
Shares3.9K
Event2026-03-31
Filed2026-04-17
RYN
RAYONIER INC
29.24%
Shares32.5K
Event2026-03-31
Filed2026-04-17
SMA
SMARTSTOP SELF STORAG REIT I
-0.33%
Shares21.2K
Event2026-03-31
Filed2026-04-17
MSGS
MADISON SQUARE GRDN SPRT COR
0.98%
Shares2.1K
Event2026-03-31
Filed2026-04-17
SGOV
ISHARES TR
-4.27%
Shares6.8K
Event2026-03-31
Filed2026-04-17
GL
GLOBE LIFE INC
-4.48%
Shares4.5K
Event2026-03-31
Filed2026-04-17
ITA
ISHARES TR
43.67%
Shares3.0K
Event2026-03-31
Filed2026-04-17
CEG
CONSTELLATION ENERGY CORP
-9.28%
Shares2.2K
Event2026-03-31
Filed2026-04-17
NOC
NORTHROP GRUMMAN CORP
0.30%
Shares998
Event2026-03-31
Filed2026-04-17
MGMT
UNIFIED SER TR
-8.49%
Shares14.2K
Event2026-03-31
Filed2026-04-17
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares3.3K
Event2026-03-31
Filed2026-04-17
AON PLC
AON PLC
-6.73%
Shares2.0K
Event2026-03-31
Filed2026-04-17
CSX
CSX CORP
8.24%
Shares15.6K
Event2026-03-31
Filed2026-04-17
VICI
VICI PPTYS INC
60.62%
Shares23.2K
Event2026-03-31
Filed2026-04-17
IYR
ISHARES TR
0.05%
Shares6.5K
Event2026-03-31
Filed2026-04-17
BOTJ
BANK OF THE JAMES FINL GP IN
-6.47%
Shares28.9K
Event2026-03-31
Filed2026-04-17
DVN
DEVON ENERGY CORP NEW
-9.33%
Shares14.2K
Event2026-03-31
Filed2026-04-17
BPOP
POPULAR INC
-3.29%
Shares4.5K
Event2026-03-31
Filed2026-04-17
FLS
FLOWSERVE CORP
-2.25%
Shares8.3K
Event2026-03-31
Filed2026-04-17
BE
BLOOM ENERGY CORP
8.93%
Shares3.1K
Event2026-03-31
Filed2026-04-17
IVZ
INVESCO LTD
2.73%
Shares27.0K
Event2026-03-31
Filed2026-04-17
PSTG
EVERPURE INC
11.54%
Shares9.5K
Event2026-03-31
Filed2026-04-17

Call Option Holdings
NVDA Call
NVIDIA CORPORATION
New
Shares35.5K
Event2026-03-31
Filed2026-04-17
BROADCOM INC Call
BROADCOM INC
New
Shares4.5K
Event2026-03-31
Filed2026-04-17
ACHR Call
ARCHER AVIATION INC
New
Shares31.5K
Event2026-03-31
Filed2026-04-17
GRAB Call
GRAB HOLDINGS LIMITED
New
Shares52.0K
Event2026-03-31
Filed2026-04-17
JOBY Call
JOBY AVIATION INC
New
Shares16.5K
Event2026-03-31
Filed2026-04-17
UAA Call
UNDER ARMOUR INC
New
Shares10.0K
Event2026-03-31
Filed2026-04-17

Put Option Holdings
No put option holdings data available